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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,357 | $147,556+95.4% | $129,031+123.5% | $198,609+45.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.73% | 37.41%-19.7pp | 34.67%-16.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $6,587 | $3,645+80.7% | $3,226+104.2% | $5,055+30.3% |
| Participant deferral / active EE | $6,345 | $5,760+10.2% | $5,217+21.6% | $6,977-9.1% |
| Admin fee / account holder | $16 | $15,467-99.9% | $13,208-99.9% | $19,030-99.9% |